I’ve had quite a few enquiries about Excel training for non-finance teams recently.

Which is really cool!

Although my background is finance, and I do predominantly train finance teams in Excel, I’m always delighted to get a request for something different.

People use Excel (and Google sheets) to do a wide variety of tasks, not just finance related. For example, I’ve recently designed courses for project managers, and for people using Excel to keep track of cases.

How I design Excel training for non-finance teams

Because all my courses are bespoke, I use the same tools to design your training. We’ll start with a call or a brief from you so I can understand your primary needs. Then I use a questionnaire with your delegates to understand their starting positions.

There are some topics that are common to both finance and non-finance users. For example, I always include something about navigation and data-entry shortcuts. Whatever you are using Excel for, you can probably use it faster.

But after that, we’ll go into the areas that I’ve identified will most help you achieve what you want to do. This might mean a focus on visualising your results, or understanding how to manage multi-user spreadsheets. It may be that we spend more time with text formulas than number formulas.

I don’t let labels like “beginner”, “intermediate” or “advanced” dictate what I show you. Whatever your requirements, I’ll create relevant examples to illustrate the points and practice the learning.

Flexible delivery, flexible tools

Although this post talks about Excel training, I also train in Googlesheets. I’m happy to come to you for a day’s in person training, or to delivery online. We can also split up the delivery of online sessions to two or more separate days.

Please contact me if you want to discuss further.